In Adversus, we work with two different terms when working with data related to person records:
Contacts
Leads
Contacts
You should see a contact in Adversus as information about either a person or a company. A contact is active once you've uploaded the information on the contact to a pool.
A pool in Adversus is the collection of contacts with attached information. You could see a pool as your interactive Excel sheet from which you can use the data for further operations.
There can be two different reasons for adding contacts to a pool:
You'd like to call the contacts. This is all the potential customers you wish to call from Adversus. When you've uploaded your contacts in a pool and afterward add them to a campaign, the contact is created as a lead and is callable on the campaign. You can also upload contacts directly to a campaign from the campaign settings - they're automatically added as a contact in the default pool.
You wish to do a duplicate check on the contacts. Let's say you have uploaded all your current customers to a pool, so when you upload new leads you'd like to call, you can check that it isn't any of your current customers.
Leads
Once you've added your contacts to a campaign, they become leads on the campaign. The same contact can be added to multiple campaigns.
All leads on a campaign are saved with a status that determines which state the lead is currently in and if it should be contacted.
The following statuses are closed statuses, meaning the lead will not automatically be called again:
Success | The positive status of a qualified lead (when there's been a positive outcome). This status should be used when you've sold to the lead or booked a meeting with them (depending on what you use Adversus for). |
Not interested | The negative status of a qualified lead. This is used when the lead was is the target group, but wasn't interested in your offer. |
Unqualified | This status is used when the lead, for some reason, wasn't qualified, e.g., existing customer or not in target group. |
Invalid | This is the status you use when it's an incorrect lead, e.g., invalid phone number or a closed company. |
The following statuses are the open statuses, meaning Adversus will, at some point, call the lead again.
Unprocessed | Leads that are as fresh as they come - they've not been contacted yet. |
Automatic redial | Leads that you've tried to contact, but wasn't able to reach (often when you reach an answering machine). |
Shared callback | Leads that you've been in contact with and scheduled a callback. However, it's not a callback to a specific agent. |
Private callback | Leads that you've been in contact with and scheduled a callback to a specific agent. |
VIP callback | Leads that you've been in contact with and scheduled a callback to a specific agent. If there is scheduled two callbacks to a specific agent at the same time, the VIP redial will come first. |
In your campaign settings, you choose how many contacts attempts a lead should have. If the leads have reached maximum contact attempts, they're automatically closed.